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Professionals and Families

Your financial future is about more than a one-size-fits-all solution.

At Pathwise Financial Group, we believe in a tailored approach to money that supports you and your family.

 

Like a winning team, your financial well-being benefits from diverse expertise. Our compassionate experts offer valuable insights, proactive guidance, and customized solutions to navigate your ever-changing financial landscape. 

 

We help to filter the economic and market noise so that you can focus on what is really important to you, like pursuing your next milestone.

 

We offer a wide range of services including:

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Financial Planning

Income Protection Strategies

Tax Reduction Strategies

Retirement Planning

Tailored Investment Strategies

Wealth Transfer

Executive Compensation Strategies

 

Pathwise Financial Group

12555 High Bluff Drive, Suite 210, San Diego, CA 92130

Investment advice offered through Integrated Partners, a registered investment advisor, doing business as Pathwise Financial Group, and along with investment advisor representative, Michael Mohr.

 

Jared Brown, Pathwise Group, and its individual partners are solicitors to Integrated Partners, compensated for solicitor services, but are otherwise unaffiliated and separate from Integrated Partners.  Solicitors do not provide investment advice and are not registered as an investment advisor. Click on the links for a copy of the Firm ADV  and CRS, and solicitor disclosure statement.

Michael Mohr CA Insurance Lic #OJ20351

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